Step-by-Step Guide for Completing the Online Re-KYC Process

Published Apr 25, 2025

To keep your trading and demat account active and compliant with regulatory guidelines, it’s important to complete the Re-KYC process. Follow the steps below to update your information quickly and securely through our online portal.

Step 1: Access the Re-KYC Portal

• Open the online Re-KYC portal using this Link.
• Enter your Client Code and verify the OTP sent to your registered mobile number and email.

Step 2: Personal Details

• Fill in the required personal details.
• You may also request modifications to your Email ID, Mobile Number, and Address in this section.

Step 3: Bank Details Update

• You can add or update your bank account details in this section.

Step 4: Segment Selection

• Select the trading segments you wish to activate (e.g., Equity, F&O, Commodity, Currency).

Step 5: Nominee Details

• Choose to Opt-In or Opt-Out for a nominee.
• If opting in, provide the nominee’s required information.

Step 6: Other Details

• Update your Annual Income and Net Worth information in this section.

Step 7: Document Upload

• Upload the necessary documents as prompted.
• Follow the DigiLocker process for secure verification and submission.

Step 8: E-Sign Process

• Complete the REKYC and REKYC_KRA e-signing steps to finish the process successfully.

Related Articles

• Quick Links to Modify Your Account Information